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CRMPro → MDC — Aptean Made2Manage: what the shipped templates set up

Read it in the terminal with "dlake skills show dlake-crmpro-mdc/erps/aptean-made2manage". It extends the dlake-crmpro-mdc skill, which holds what is true whatever the source ERP.

CRMPro → MDC — Aptean Made2Manage: what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

dlake-crmpro is the parent skill and the authority for everything general: the crmpro_* tools, CRM_Configuration and CRM_FieldList, TimeStampRepository, the three kinds of source view, the NULL-cursor rule and the silent zero-record run. Read it first; this page does not repeat it. dlake-crmpro-mdc is the destination skill this page is a child of, and the authority for the MDC conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page is dlake-crmpro-mdc/erps/aptean-made2manage.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Aptean Made2Manage → MDC templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

GroupBusiness outcomeObjectsSource tables and views
CRM UoMScheduleThe templates push uomschedule to MDC.uomschedule
CRM UOMThe templates push uom to MDC.uom
CRM PriceLevelThe templates push pricelevel to MDC.pricelevelSF_ERP_Salesforce_Clone_INMAST
CRM ProductThe templates push product to MDC.productSF_ERP_Salesforce_Clone_INMASTX
CRM salesorderThe templates push salesorder to MDC.salesorderSF_ERP_Salesforce_Clone_SOITEM, e, SF_ERP_Salesforce_Clone_INMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SLCDPMX, ctepricelist
CRM salesorderdetailThe templates push salesorderdetail to MDC.salesorderdetailSF_ERP_Salesforce_Clone_SOITEM, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_INMAST
CRM invoiceThe templates push invoice to MDC.invoiceSF_ERP_Salesforce_Clone_ARITEM, e, SF_ERP_Salesforce_Clone_INMAST, SF_ERP_Salesforce_Clone_ARMAST, ctepricelist, SF_ERP_Salesforce_Clone_SLCDPMX
CRM invoicedetailThe templates push invoicedetail to MDC.invoicedetailSF_ERP_Salesforce_Clone_ARITEM, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_INMAST
apteanm2m Sales PersonThe templates push comrcint_apteanm2m_salesperson to MDC.comrcint_apteanm2m_salespersonSF_ERP_Salesforce_Clone_SLSPNS
CRM accountThe templates push account to MDC.accountSF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SLSPNS
apteanm2m customerThe templates push comrcint_apteanm2m_customer to MDC.comrcint_apteanm2m_customerSF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_cspopup
CRM ContactThe templates push contact to MDC.contactSF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SYPHON, ctecustomer
apteanm2m ContactThe templates push comrcint_apteanm2m_contact to MDC.comrcint_apteanm2m_contactSF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SYPHON, ctecustomer
apteanm2m AddressThe templates push comrcint_apteanm2m_address to MDC.comrcint_apteanm2m_addressSF_ERP_Salesforce_Clone_SYADDR, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_shmasttracker
apteanm2m SalesOrder HeaderThe templates push comrcint_apteanm2m_soheader to MDC.comrcint_apteanm2m_soheaderSF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SYPHON, SF_ERP_Salesforce_Clone_SLCDPMX
apteanm2m SalesOrder DetailThe templates push comrcint_apteanm2m_sodetail to MDC.comrcint_apteanm2m_sodetailSF_ERP_Salesforce_Clone_SOITEM, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_INMAST
apteanm2m Invoice HeaderThe templates push comrcint_apteanm2m_invoiceheader to MDC.comrcint_apteanm2m_invoiceheaderSF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SLCDPMX
apteanm2m Invoice DetailThe templates push comrcint_apteanm2m_invoicedetail to MDC.comrcint_apteanm2m_invoicedetailSF_ERP_Salesforce_Clone_ARITEM, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_INMAST

2. The process rows the templates create

Each template’s Insert_Query writes one CRM_Configuration row. These are the values it sets; a column the inserts never set is not listed.

Display nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfixSync_Operation_Type
apteanm2m Sales Personcomrcint_apteanm2m_salespersoncomrcint_externalkey14vw_APTEANMADE2MANAGE_SalesPerson:vw_APTEANMADE2MANAGE_SalesPersoncomrcint_ / ''1
CRM Accountaccountcomrcint_arcustomercode15vw_CRM_Account:vw_CRM_Account'' / ''1
apteanm2m customercomrcint_apteanm2m_customercomrcint_externalkey16vw_APTEANMADE2MANAGE_Customer:vw_APTEANMADE2MANAGE_Customercomrcint_ / ''1
CRM Contactcontactcomrcint_externalkey17vw_CRM_Contact:vw_CRM_Contact'' / ''1
apteanm2m Contactcomrcint_apteanm2m_contactcomrcint_externalkey18vw_APTEANMADE2MANAGE_Contact:vw_APTEANMADE2MANAGE_Contactcomrcint_ / ''1
apteanm2m Addresscomrcint_apteanm2m_addresscomrcint_externalkey19vw_APTEANMADE2MANAGE_Address:vw_APTEANMADE2MANAGE_Addresscomrcint_ / ''1
CRM UoMScheduleuomschedulename20UOMSchedule:vw_CRM_UOMSchedule'' / ''1
CRM UOMuomname21UOM:vw_CRM_UOM'' / ''1
CRM PriceLevelpricelevelcomrcint_externalkey22CRM_PriceBook:vw_APTEANMADE2MANAGE_CRM_PriceLevel'' / ''1
CRM Productproductcomrcint_externalkey23vw_APTEANMADE2MANAGE_CRM_Product:vw_APTEANMADE2MANAGE_CRM_Product'' / ''1
CRM salesordersalesordercomrcint_externalkey24vw_APTEANMADE2MANAGE_STD_SalesOrder:vw_APTEANMADE2MANAGE_STD_SalesOrder'' / ''1
CRM salesorderdetailsalesorderdetailcomrcint_externalkey25vw_APTEANMADE2MANAGE_STD_SalesDetail:vw_APTEANMADE2MANAGE_STD_SalesDetail'' / ''1
CRM invoiceinvoicecomrcint_externalkey26vw_APTEANMADE2MANAGE_STD_InvoiceHeader:vw_APTEANMADE2MANAGE_STD_InvoiceHeader'' / ''1
CRM invoicedetailinvoicedetailcomrcint_externalkey27vw_APTEANMADE2MANAGE_STD_InvoiceDetail:vw_APTEANMADE2MANAGE_STD_InvoiceDetail'' / ''1
apteanm2m SalesOrder Headercomrcint_apteanm2m_soheadercomrcint_externalkey28vw_APTEANMADE2MANAGE_SOHeader:vw_APTEANMADE2MANAGE_SOHeadercomrcint_ / ''1
apteanm2m SalesOrder Detailcomrcint_apteanm2m_sodetailcomrcint_externalkey29vw_APTEANMADE2MANAGE_SODetail:vw_APTEANMADE2MANAGE_SODetailcomrcint_ / ''1
apteanm2m Invoice Headercomrcint_apteanm2m_invoiceheadercomrcint_externalkey30vw_APTEANMADE2MANAGE_InvoiceHeader:vw_APTEANMADE2MANAGE_InvoiceHeadercomrcint_ / ''1
apteanm2m Invoice Detailcomrcint_apteanm2m_invoicedetailcomrcint_externalkey31vw_APTEANMADE2MANAGE_InvoiceDetail:vw_APTEANMADE2MANAGE_InvoiceDetailcomrcint_ / ''1

Every one of these inserts Is_Active as 0, so an imported process is inactive until an operator activates it. Across the set they insert Is_Create_Entity 0, Is_Create_Fields 0, Is_Active_Get_Records 0, Is_Active_Delete_Records 0, IsAccountMatching '', Sync_Batch_Size 200. Text columns a template does not use are inserted as '' rather than left NULL.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

ViewChange detectionRepository keyReads other prefixesIdentity columnSource tables
vw_APTEANMADE2MANAGE_SalesPersoninsert + updatevw_APTEANMADE2MANAGE_SalesPerson:ExternalKeySF_ERP_Salesforce_Clone_SLSPNS
vw_CRM_Accountinsert-onlyvw_APTEANMADE2MANAGE_SalesPerson:, vw_CRM_Account:SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SLSPNS
vw_APTEANMADE2MANAGE_Customerinsert + updatevw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:ExternalKeySF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_cspopup
vw_CRM_Contactinsert + updatevw_CRM_Account:, vw_CRM_Contact:comrcint_externalkeySF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SYPHON, ctecustomer
vw_APTEANMADE2MANAGE_Contactinsert + updatevw_CRM_Account:, vw_CRM_Contact:, vw_APTEANMADE2MANAGE_Contact:externalkeySF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_SYPHON, ctecustomer
vw_APTEANMADE2MANAGE_Addressinsert + updatevw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_AddressTracker:, vw_APTEANMADE2MANAGE_Address:ExternalKeySF_ERP_Salesforce_Clone_SYADDR, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_shmasttracker
vw_CRM_UOMSchedulename
vw_CRM_UOMname
vw_APTEANMADE2MANAGE_CRM_PriceLevelCRM_PriceBook:comrcint_externalkeySF_ERP_Salesforce_Clone_INMAST
vw_APTEANMADE2MANAGE_CRM_Productinsert + updatevw_APTEANMADE2MANAGE_CRM_Product:comrcint_externalkeySF_ERP_Salesforce_Clone_INMASTX
vw_APTEANMADE2MANAGE_STD_SalesOrderinsert + updateCRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_SalesOrder:comrcint_externalkeySF_ERP_Salesforce_Clone_SOITEM, e, SF_ERP_Salesforce_Clone_INMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SLCDPMX
vw_APTEANMADE2MANAGE_STD_SalesDetailinsert + updatevw_APTEANMADE2MANAGE_STD_SalesOrder:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_SalesDetail:comrcint_externalkeySF_ERP_Salesforce_Clone_SOITEM, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_INMAST
vw_APTEANMADE2MANAGE_STD_InvoiceHeaderinsert + updateCRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_InvoiceHeader:comrcint_externalkeySF_ERP_Salesforce_Clone_ARITEM, e, SF_ERP_Salesforce_Clone_INMAST, SF_ERP_Salesforce_Clone_ARMAST, ctepricelist
vw_APTEANMADE2MANAGE_STD_InvoiceDetailinsert + updatevw_APTEANMADE2MANAGE_STD_InvoiceHeader:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_InvoiceDetail:comrcint_externalkeySF_ERP_Salesforce_Clone_ARITEM, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SLCDPMX, SF_ERP_Salesforce_Clone_INMAST
vw_APTEANMADE2MANAGE_SOHeaderinsert + updatevw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_SOHeader:ExternalKeySF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_SYPHON, SF_ERP_Salesforce_Clone_SLCDPMX
vw_APTEANMADE2MANAGE_SODetailinsert + updatevw_APTEANMADE2MANAGE_SOHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_SODetail:ExternalKeySF_ERP_Salesforce_Clone_SOITEM, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_INMAST
vw_APTEANMADE2MANAGE_InvoiceHeaderinsert + updatevw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_InvoiceHeader:ExternalKeySF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SLCDPMX
vw_APTEANMADE2MANAGE_InvoiceDetailinsert + updatevw_APTEANMADE2MANAGE_InvoiceHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_InvoiceDetail:ExternalKeySF_ERP_Salesforce_Clone_ARITEM, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_INMAST

4. Order of work

The templates set Sync_Order from 14 to 31. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

  • 14 — apteanm2m Sales Person
  • 15 — CRM Account
  • 16 — apteanm2m customer
  • 17 — CRM Contact
  • 18 — apteanm2m Contact
  • 19 — apteanm2m Address
  • 20 — CRM UoMSchedule
  • 21 — CRM UOM
  • 22 — CRM PriceLevel
  • 23 — CRM Product
  • 24 — CRM salesorder
  • 25 — CRM salesorderdetail
  • 26 — CRM invoice
  • 27 — CRM invoicedetail
  • 28 — apteanm2m SalesOrder Header
  • 29 — apteanm2m SalesOrder Detail
  • 30 — apteanm2m Invoice Header
  • 31 — apteanm2m Invoice Detail

These views read another process’s repository prefix, which is what makes the order a dependency order: the row appears in the view only once the process that writes that prefix has run, so a parent flows on one run and its children on the next.

  • vw_APTEANMADE2MANAGE_CRM_PriceLevel reads CRM_PriceBook:; no template in this set writes CRM_PriceBook:
  • vw_APTEANMADE2MANAGE_CRM_Product reads vw_APTEANMADE2MANAGE_CRM_Product:; no template in this set writes vw_APTEANMADE2MANAGE_CRM_Product:
  • vw_APTEANMADE2MANAGE_STD_SalesOrder reads CRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_SalesOrder:; no template in this set writes CRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_SalesOrder:
  • vw_APTEANMADE2MANAGE_STD_SalesDetail reads vw_APTEANMADE2MANAGE_STD_SalesOrder:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_SalesDetail:; no template in this set writes vw_APTEANMADE2MANAGE_STD_SalesOrder:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_SalesDetail:
  • vw_APTEANMADE2MANAGE_STD_InvoiceHeader reads CRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_InvoiceHeader:; no template in this set writes CRM_PriceBook:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_STD_InvoiceHeader:
  • vw_APTEANMADE2MANAGE_STD_InvoiceDetail reads vw_APTEANMADE2MANAGE_STD_InvoiceHeader:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_InvoiceDetail:; no template in this set writes vw_APTEANMADE2MANAGE_STD_InvoiceHeader:, vw_APTEANMADE2MANAGE_CRM_Product:, vw_APTEANMADE2MANAGE_STD_InvoiceDetail:
  • vw_APTEANMADE2MANAGE_SalesPerson reads vw_APTEANMADE2MANAGE_SalesPerson:; no template in this set writes vw_APTEANMADE2MANAGE_SalesPerson:
  • vw_CRM_Account reads vw_APTEANMADE2MANAGE_SalesPerson:, vw_CRM_Account:; no template in this set writes vw_APTEANMADE2MANAGE_SalesPerson:, vw_CRM_Account:
  • vw_APTEANMADE2MANAGE_Customer reads vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:; no template in this set writes vw_CRM_Account:, vw_APTEANMADE2MANAGE_Customer:
  • vw_CRM_Contact reads vw_CRM_Account:, vw_CRM_Contact:; no template in this set writes vw_CRM_Account:, vw_CRM_Contact:
  • vw_APTEANMADE2MANAGE_Contact reads vw_CRM_Account:, vw_CRM_Contact:, vw_APTEANMADE2MANAGE_Contact:; no template in this set writes vw_CRM_Account:, vw_CRM_Contact:, vw_APTEANMADE2MANAGE_Contact:
  • vw_APTEANMADE2MANAGE_Address reads vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_AddressTracker:, vw_APTEANMADE2MANAGE_Address:; no template in this set writes vw_APTEANMADE2MANAGE_Customer:, vw_APTEANMADE2MANAGE_AddressTracker:, vw_APTEANMADE2MANAGE_Address:
  • vw_APTEANMADE2MANAGE_SOHeader reads vw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_SOHeader:; no template in this set writes vw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_SOHeader:
  • vw_APTEANMADE2MANAGE_SODetail reads vw_APTEANMADE2MANAGE_SOHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_SODetail:; no template in this set writes vw_APTEANMADE2MANAGE_SOHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_SODetail:
  • vw_APTEANMADE2MANAGE_InvoiceHeader reads vw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_InvoiceHeader:; no template in this set writes vw_APTEANMADE2MANAGE_Customer:, vw_CRM_Account:, vw_APTEANMADE2MANAGE_InvoiceHeader:
  • vw_APTEANMADE2MANAGE_InvoiceDetail reads vw_APTEANMADE2MANAGE_InvoiceHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_InvoiceDetail:; no template in this set writes vw_APTEANMADE2MANAGE_InvoiceHeader:, vw_APTEANMADE2MANAGE_Item:, vw_APTEANMADE2MANAGE_InvoiceDetail:

5. Field mapping

CRM_FieldList carries one row per pushed column, with Object_Name equal to the CRM_Object_API_Name value — as dlake-crmpro puts it, an object with no CRM_FieldList rows pushes nothing and records no error. Each template carries its intended mapping in MappingJson. Read that with dlake admin crmpro_templates, then check crmpro_field_mapping on the created process before activating it.

TemplateObjectMapped fieldsFirst ERP → MDC pairs
apteanm2m Sales Personcomrcint_apteanm2m_salesperson23identity_columnExternalKey, fdistnofdistno, flastnamename, flastnameflastname, fsalespnfsalespn
CRM Accountaccount11identity_columncomrcint_arcustomercode, fcompanyname, fphonetelephone1, fmstreetaddress1_line1, ffaxfax
apteanm2m customercomrcint_apteanm2m_customer86identity_columnExternalKey, fcustnofcustno, fcompanyname, fcompanyfcompany, fcityfcity
CRM Contactcontact17identity_columncomrcint_externalkey, fcfnamefirstname, fcontactlastname, fcfname, fcontactfullname, fsalutesuffix
apteanm2m Contactcomrcint_apteanm2m_contact3identity_columncomrcint_externalkey, SFDCIDaccount__comrcint_account_r__lookup, SFDCIDcontact__comrcint_contact_r__lookup
apteanm2m Addresscomrcint_apteanm2m_address34identity_columncomrcint_externalkey, fccompanyname, fllongdistfllongdist, fcaddrkeyfcaddrkey, fcaddrtypefcaddrtype
CRM UoMScheduleuomschedule2namename, baseuomnamebaseuomname
CRM UOMuom2namename, uomschedule__uomscheduleid__lookupuomschedule__uomscheduleid__lookup
CRM PriceLevelpricelevel3identity_columncomrcint_externalkey, fpartnoname, fdescriptdescription
CRM Productproduct6fdescriptname, fpartnoproductnumber, identity_columncomrcint_externalkey, fdescriptdescription, DefaultUOMSchedule.SFDCIDuomschedule__DefaultUoMScheduleId__lookup
CRM salesordersalesorder11identity_columncomrcint_externalkey, fsonoName, fmstreetbillto_line1, fcitybillto_city, fstatebillto_stateorprovince
CRM salesorderdetailsalesorderdetail13identity_columncomrcint_externalkey, fmstreetshipto_line1, fcityshipto_city, fstateshipto_stateorprovince, fzipshipto_postalcode
CRM invoiceinvoice13fmstreetbillto_line1, fcitybillto_city, fstatebillto_stateorprovince, fzipbillto_postalcode, fcountrybillto_country
CRM invoicedetailinvoicedetail12identity_columncomrcint_externalkey, fmstreetshipto_line1, fcityshipto_city, fstateshipto_stateorprovince, fzipshipto_postalcode
apteanm2m SalesOrder Headercomrcint_apteanm2m_soheader88identity_columnExternalKey, fsonoName, fsonoSO_Number__c, fcustnoCustomer_Number__c, fcompanyCompany__c
apteanm2m SalesOrder Detailcomrcint_apteanm2m_sodetail83identity_columnCommercientSF__ExternalKey__c, finumberfinumber, fpartnofpartno, fpartrevfpartrev, fsonofsono
apteanm2m Invoice Headercomrcint_apteanm2m_invoiceheader71identity_columnExternalKey, fbcityBillingCity, fbcompanyBillingCompany, fbcountryBillingCountry, fbstateBillingState
apteanm2m Invoice Detailcomrcint_apteanm2m_invoicedetail61identity_columnExternalKey, fcinvoice, fcuserlineName, fbkordqtyfbkordqty, fcinvoicefcinvoice, fcostfcost

6. Verifying

# per-prefix counts; every synced record carries its destination id
dlake tool query --profile <tenant> --sql "SELECT LEFT([Key], CHARINDEX(':',[Key])-1) AS prefix, COUNT(*) n, COUNT(NULLIF(SFDCID,'')) withId FROM dbo.TimeStampRepository WHERE CHARINDEX(':',[Key])>0 GROUP BY LEFT([Key], CHARINDEX(':',[Key])-1)"

withId = n for every prefix is the success condition dlake-crmpro defines. The split is on the first colon, which is the prefix boundary whether the key separator is : or ::.

The prefixes these templates set:

  • UOMSchedule:
  • UOM:
  • CRM_PriceBook:
  • vw_APTEANMADE2MANAGE_CRM_Product:
  • vw_APTEANMADE2MANAGE_STD_SalesOrder:
  • vw_APTEANMADE2MANAGE_STD_SalesDetail:
  • vw_APTEANMADE2MANAGE_STD_InvoiceHeader:
  • vw_APTEANMADE2MANAGE_STD_InvoiceDetail:
  • vw_APTEANMADE2MANAGE_SalesPerson:
  • vw_CRM_Account:
  • vw_APTEANMADE2MANAGE_Customer:
  • vw_CRM_Contact:
  • vw_APTEANMADE2MANAGE_Contact:
  • vw_APTEANMADE2MANAGE_Address:
  • vw_APTEANMADE2MANAGE_SOHeader:
  • vw_APTEANMADE2MANAGE_SODetail:
  • vw_APTEANMADE2MANAGE_InvoiceHeader:
  • vw_APTEANMADE2MANAGE_InvoiceDetail:

7. Where this sits

dlake-crmpro is the general operating surface — the crmpro_* tools, the setup and transaction tables, field mapping, and the source-view contract that applies to every destination. This page adds what the shipped Aptean Made2Manage → MDC templates set up. dlake-crmpro-mdc is the destination skill this page sits under: its own text is the authority for the MDC conventions that hold across every ERP, and its ERP table lists this page alongside every sibling ERP page for this destination. For the extract leg that fills the clone tables, see dlake-normalsync; for the on-premises agent that runs it, dlake-syncagent; for the writeback leg, dlake-txdownloaderpro; for standing an integration up, dlake-integration-setup.